+137,274.1%
UNH vs BHP
+8,048.4%
+129,225.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | +1.1% | +1.3% | -0.1% | +0.8% |
| 30D | -1.5% | +4.0% | -5.5% | -2.5% |
| 3M | -0.8% | +12.3% | -13.1% | -4.1% |
| 6M | +41.8% | +30.8% | +11.0% | +31.4% |
| YTD | +23.1% | +58.8% | -35.7% | +8.2% |
| 1Y | +28.5% | +76.8% | -48.3% | +9.8% |
| 3Y | -11.8% | +87.5% | -99.2% | -27.4% |
| 5Y | +5.3% | +123.9% | -118.5% | -19.7% |
| 10Y | +247.4% | +504.4% | -256.9% | +98.1% |
| All | +137,274.1% | +8,048.4% | +129,225.7% | +34,098.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling